This toolkit is prepared for organizations that are interested in implementing Cycle-based Budgeting (CBB). If you have questions about using this toolkit, please post them to the online forum. If you need help with introducing CBB to your organization and implementation, please contact us. You can download the whole toolkit in a singe zip file.
To Start: Introduce CBB to your organization
How CBB addresses limitations of incremental budgeting and zero-based budgeting.
CBB logic model, mind map and pyramid chart.
Strategies for introducing CBB to your organization and implementation levels.
CBB Year 1 Implementation
Phases and activities for implementing CBB.
Setup and manage the budget request and tracking system.
Budget request form (Need InfoPath to open). Refer to CBB Technical Manual on how to set up and use it.
Report of budget requests and approvals at the end of CBB Year 1 implementation.
An Excel tool using Power View to run what-if scenarios. Refer to CBB Technical Manual on how to set up and use it.
CBB Year 3 Implementation
Define A-ROI and illustrate how it can be calculated with different outcome measures.
An Excel tool to run what-if scenarios. Refer to this blog post A Decision Tool and Two Decision Rules for instructions.